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Getting Started with Tradeshift

Created on 2016-10-13 03:30:19; Last updated on 2019-09-15 02:03:03

Important Note!

STEP 1: ACTIVATE YOUR TRADESHIFT ACCOUNT

Getting started is easy!

Check your Inbox for an activation email and click the activation button.

Follow the on-screen instructions to create your account.

Submit the completed online form.

You are now logged in to your Tradeshift account!

STEP 2: CONNECT WITH YOUR CUSTOMER

After completing Step 1, you should be connected with your customer. Once in your account, you can have an overview of your connections from the "Network" app in the menu on the left.

Connection requests also appear inside the Tradeshift web application and can be accepted from there.

Click here to learn about connecting to your other customers through Tradeshift.

STEP 3: CHOOSE YOUR SENDING METHOD

There are several ways to upload invoices to Tradeshift. If you are only sending a small number of invoices, the web portal may be your best option. However, you can achieve greater degree of automation by integrating with Tradeshift directly.

Manual Options

Web Portal - Easily create invoices one at a time inside Tradeshift. Simply log into your account at go.tradeshift.com

File Transfer - Popular transfer protocols like SFTP or FTPS are a simple way to transfer your invoices to your account on Tradeshift. API unlocks the full functionality of Tradeshift.

STEP 4: CHOOSE FILE FORMAT

(automated options only)Tradeshift supports a wide range of formats. If your accounting software exports invoices in one of the Tradeshift-supported formats, you can upload them to Tradeshift for free without having to change the original format.

Click one of the supported formats listed here to download a zip file package that contains the following:

Important note!

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